Moderately Aggressive Balanced Fund Quote
| SAMAX Fund | USD 11.22 0.01 0.09% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Moderately Aggressive is trading at 11.22 as of the 25th of April 2024; that is -0.09 percent decrease since the beginning of the trading day. The fund's open price was 11.23. Moderately Aggressive has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Moderately Aggressive Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.. More on Moderately Aggressive Balanced
Moving together with Moderately Mutual Fund
| 0.96 | SABAX | Salient Alternative Beta | PairCorr |
| 1.0 | SABIX | Aggressive Balanced | PairCorr |
| 1.0 | SABCX | Salient Alternative Beta | PairCorr |
| 1.0 | SAMCX | Salient Mlp Fund | PairCorr |
| 1.0 | SAMIX | Moderately Aggressive | PairCorr |
| 0.94 | SSCCX | Small Capitalization | PairCorr |
Moderately Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Moderately Aggressive's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Moderately Aggressive or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Saratoga Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Saratoga, Large, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2024 |
Moderately Aggressive Balanced [SAMAX] is traded in USA and was established 25th of April 2024. Moderately Aggressive is listed under Saratoga category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Saratoga family. This fund at this time has accumulated 602.55 K in assets with no minimum investment requirementsModerately Aggressive is currently producing year-to-date (YTD) return of 1.56% with the current yeild of 0.01%, while the total return for the last 3 years was 2.62%.
Check Moderately Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Moderately Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Moderately Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Moderately Aggressive Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Moderately Aggressive Balanced Mutual Fund Constituents
| SCHF | Schwab International Equity | Etf | Foreign Large Blend |
| SCHA | Schwab Small Cap ETF | Etf | Small Blend |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond |
| SLCGX | Large Capitalization Growth | Mutual Fund | Large Growth |
| VVIAX | Vanguard Value Index | Mutual Fund | Large Value |
| VUSFX | Vanguard Ultra Short Term Bond | Mutual Fund | Ultrashort Bond |
| VTIAX | Vanguard Total International | Mutual Fund | Foreign Large Blend |
Moderately Aggressive Target Price Odds Analysis
Based on a normal probability distribution, the odds of Moderately Aggressive jumping above the current price in 90 days from now is about 55.68%. The Moderately Aggressive Balanced probability density function shows the probability of Moderately Aggressive mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Moderately Aggressive has a beta of 0.7668. This usually implies as returns on the market go up, Moderately Aggressive average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Moderately Aggressive Balanced will be expected to be much smaller as well. Additionally, moderately Aggressive Balanced has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Moderately Aggressive to move above the current price in 90 days from now is about 55.68 (This Moderately Aggressive Balanced probability density function shows the probability of Moderately Mutual Fund to fall within a particular range of prices over 90 days) .
Moderately Aggressive Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Moderately Aggressive market risk premium is the additional return an investor will receive from holding Moderately Aggressive long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Moderately Aggressive. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Moderately Aggressive's alpha and beta are two of the key measurements used to evaluate Moderately Aggressive's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4269 | |||
| Semi Deviation | 0.4729 | |||
| Standard Deviation | 0.5338 | |||
| Variance | 0.285 |
Moderately Aggressive Against Markets
Picking the right benchmark for Moderately Aggressive mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Moderately Aggressive mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Moderately Aggressive is critical whether you are bullish or bearish towards Moderately Aggressive Balanced at a given time. Please also check how Moderately Aggressive's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Moderately Aggressive without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Alpha FinderUse alpha and beta coefficients to find investment opportunities after accounting for the risk |
| All Next | Launch Module |
How to buy Moderately Mutual Fund?
Before investing in Moderately Aggressive, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Moderately Aggressive. To buy Moderately Aggressive fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Moderately Aggressive. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Moderately Aggressive fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Moderately Aggressive Balanced fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Moderately Aggressive Balanced fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Moderately Aggressive Balanced, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Moderately Aggressive Balanced?
The danger of trading Moderately Aggressive Balanced is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Moderately Aggressive is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Moderately Aggressive. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Moderately Aggressive is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Moderately Aggressive Balanced. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Moderately Aggressive information on this page should be used as a complementary analysis to other Moderately Aggressive's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.